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Vendor Master List Overview

Vendor Master List Overview

    The Vendor list, which is found by clicking on Parts Management from the menu, displays all vendors that have been added to the RTA software. This list can be viewed as a whole or can be sorted/adjusted for specific views. The ability to sort and customize columns as well as to export the master list are available.

    Refer to Master List Functions TOC for instructions.

    Refer to Add a Vendor for instructions to add vendors in RTA.

    This article will cover the various columns that can appear on the Vendor Master List as well as actions that can be taken while viewing the list.

    Appearing here does not guarantee a vendor is available on every facility’s Purchase Orders. When creating a PO, the vendor list follows the working facility’s Default Vendor Facility setting. If a vendor is in this list but cannot be found while creating a PO, confirm the working facility and its Default Vendor Facility. See Creating a Purchase Order and Facility Settings Tab.

    Searching the Vendor Master List

    The search bar at the top of the master list will allow the user to search by specific datasets.

    Search does not exclude fields and may have multiple results.

    To search do the following:

    1. Enter the data to search in the search bar

    2. The list will re-display with all the line items that contain a matching result

    Refer to Customizing Lists for instructions on using filters.

    Columns appearing on the Vendor Master List

    There are a number of columns available for display on the PO Master List. These columns can be sorted and some even be filtered. The description of each is listed below. Users can use the “Column Chooser” option to remove or add columns. Refer to Customizing Master List Columns for instructions on doing so if needed.

    Column Title Column Details Facility Facility number assigned to the vendor Number File/Primary Number assigned to the Vendor Vendor Abbreviation Abbreviation for the vendor as stated in the vendor file Name Vendor’s business name Primary Contact Name of primary contact for the vendor Phone Phone number for the vendor Account Number Customer account number for the vendor Street Primary street address for the vendor’s location Suite Suite number as applicable in the vendor address Business Type Certified Yes if marked as a disadvantaged vendor Certified Date Date of disadvantaged vendor certification City,State City and state where vendor is located Disadvantaged Vendor Yes if marked as a disadvantaged vendor Discount Days Maximum days to claim/add a discount Discount Percent Percent of discounts Vendor Email Email for primary vendor contact or company email for vendor for communication F.O.B. Point Freight On Board point - when you take ownership/responsibility of the items Fax Fax number for the vendor Last Purchase Date Feeds from RTA purchase orders and lists the date of the last receipt from the vendor Legal Status Vendor’s entity type such as CCorp, SCorp, LLC, NONPR, etc. LTD purchases Life-to-Date purchase amount Pay Due Days Number of days after orders of products before the vendor considers the account past due Ship Via Shipping method used by the vendor Tax ID # Vendor’s federal tax ID# Tax Rate Tax rate paid on taxable purchases from the vendor and used to calculate tax on RTA purchase order lines flagged as taxable Total Ship Days Number of days to receive ordered items from the vendor PO Total Displays the number of RTA purchase orders created for this vendor Vendor Terms Repayment terms for the vendor YTD Purchases Grand dollar total of purchases from the vendor year to date and feeds from RTA purchase order history Zip code Zip code for location of vendor

    Actions that can be performed on the Vendor Master List

    There are multiple actions that can be taken from the Vendor Master List at the click of a button. Below is a list of actions that can be performed from the list. Detailed instructions for each may be located elsewhere and a link to the appropriate article will be provided.

    • Customizing columns - Refer to Customizing Master List Columns

    • Exporting the list - Refer to Exporting a Master List

    • Adding a Vendor to RTA - Refer to Add a Vendor

    • Viewing Vendor Details - Clicking a line item will open up the vendor file. Refer to Vendor File TOC